Financial Statements & Management Reports of Fund Performance


Caldwell Mutual Funds:

Caldwell-Lazard CorePlus Infrastructure Fund
Caldwell Canadian Value Momentum Fund
Caldwell North American Fund, Tactical Sovereign Bond Fund
Caldwell U.S. Dividend Advantage Fund


Caldwell Mutual Funds:

Caldwell-Lazard CorePlus Infrastructure Fund
Caldwell Canadian Value Momentum Fund
Caldwell North American Fund (formerly Caldwell Balanced Fund)
Caldwell U.S. Dividend Advantage Fund
Tactical Sovereign Bond Fund

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